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Sugarloaf Wealth Management’s Quanta Services PWR Stock Holding History

Sugarloaf Wealth Management’s Portfolio PWR Stock Details PWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.68M Sell
11,636
-787
-6% -$253K 0.7% 29
2024
Q3 		$3.7M Buy
12,423
+11,737
+1,711% +$3.1M 0.7% 26
2024
Q2 		$174K Hold
686
– – 0.04% 163
2024
Q1 		$178K Buy
+686
New +$152K 0.04% 164

Other funds holding PWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's PWR Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Quanta Services (PWR) stake by 6.3% in Q4 2024, selling an estimated $253K and leaving 11,636 shares worth $3.68M. The position accounts for 0.7% of the portfolio, ranked #29.

Sugarloaf Wealth Management first reported a position in PWR in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.7M in Q3 2024. 1,295 funds tracked by Wall St. Rank hold PWR as of Q4 2024.

  • Sugarloaf Wealth Management held 11,636 shares of Quanta Services worth $3.68M as of Q4 2024.
  • Sugarloaf Wealth Management sold 787 Quanta Services shares in Q4 2024, an estimated $253K.
  • Quanta Services made up 0.7% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #29 holding.
  • Sugarloaf Wealth Management first reported a position in Quanta Services in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's Quanta Services position peaked at $3.7M in Q3 2024.
  • 1,295 funds tracked by Wall St. Rank held Quanta Services as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.